Executors and Trustees
Found 12 Articles.
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Making Your Most Important Estate Planning Decision – Choosing Your Trustee
The success of your Estate Planning often is determined by the choice of trustee. The importance of that choice isn’t discussed often or fully enough. Many estate plans now include one or more trusts set up for various purposes, so this is a vital issue for most people. A trust is managed and administered by […]
Choosing a Trustee for a Winning Estate Planning Strategy
Trusts are an important component of many estate planning strategies. Once used only by the wealthy to reduce taxes, trusts now meet a variety of needs for estates of all sizes. A trust can be used to avoid probate, hold life insurance, preserve assets for beneficiaries, and meet a range of other goals. The unfortunate […]
Trustee Strategies for the 21st Century
Trusts are part of more and more estate plans. Often trusts are used to hold and manage assets for younger generations. Sometimes the beneficiaries are too young or inexperienced to manage the assets. Other times the older generation is afraid the younger generation might not resist the temptation to spend direct gifts of the property. […]
How Bad Trustee and Executor Choices in your Will and Trusts Can Destroy Estate Planning
NFL superstar Johnny Unitas passed away in September, 2002, and his estate has been a mess since. Unitas’s families from two marriages are at odds. His son and namesake is fighting to get the company father and son ran back from the estate’s executors. The executors are Unitas’s longtime accountant and attorney. Unitas and John, […]
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